CSIO My Proof of Insurance: eSlips and eDelivery



The CSIO My Proof of Insurance eDelivery solution enables users to send digital auto liability cards (eSlips) and policy documents to customers. All Power Broker users will be entitled to utilize the CSIO My Proof of Insurance eSlips and eDelivery options, provided they have
A) Our CSIO Upload/Download/ MasterCom option, and
B) Our scanning/ Image Attachment / PDF Generator option

Additionally they need to contact our office and request a revision to their key file to enable the CSIO My Proof of Insurance eSlips and eDelivery options. We want to keep track of which brokers are using this option for a variety of reasons. If a brokerage attemps to perform any of the tasks related to the CSIO My Proof of Insurance and they do not have the required elements turned on in their key file, the following message will be displayed.



They will also want to contact CSIO to setup their eDelivery account. CSIO will give you a temporary password and then they will allow you to setup your own account.

Users must be running Mastercom version 9.7 or more recent on each workstation in order to successfully use the eDelivery option. Once they have the most current version, they will want to check under the Start button on their desktop - All Programs - Mastercom Broker EDI PC Email EDI Engine. 2 - Settings Main. They will want to make sure that they have the Insurance Broker Name, User ID and Password filled out. (see bottom portion of screen shot below).







eSlips can be sent at the policy level or at the vehicle level. When sent at the policy level an eSlip will be sent for every vehicle on the policy. When sent at the vehicle level, an eSlip will be sent only for the current highlighted vehicle. It can now also be either Real Time or Sent to an Outbox for centralized transmission from the Windows Task Scheduler. Wheneber an iten is to be sent by eDelivery, the user is now asked to specify <R> for Right Away or <W> When next batch goes out, the default is Right Away. For an eSlip to be sent, the customer's email address must be present on the main customer screen. Additionaly the name and address of the Insurance Company must be properly filled in on the Insurance Company Table for the Insurance Company listed on the Policy screen.

Sending eSlips for all vehicles on a policy:
Click on the <Upload> button, and then select 6 - eSlip to CSIO My Proof of Insurance



If there are vehicles recorded against this policy and the customer's email address is recorded, then the next screen displays.



Click on <Proceed> to send the eSlips to CSIO My Proof of Insurance via Mastercom WebServices, or click on <Return> to go back to main screen and not send upload. Once eSlips are sent the <Return to Policy> button will light up, and the user must click on this to continue, and what is actually happening is that we are restoring their policy session so they are back to where they started.

Every tme an eSlip is sent it is recorded in the customer abeyance / documents database as shown below, with the abeyance/note type CP.
You can see there have been plenty of eSlips sent from this policy in testing.



Additionally you can choose whether or not to automatically make eSlips as being Done, with Today's Done Date, with a new setting created in the Abeyance 2 Page of the Define Your Company Information Screen set.



Sending an eSlip for one vehicle is very similar with the exception that it is done from the vehicle screen of the vehicle that you want to send an eSlip for. Again the customer's emai address must be on file, and the Insurance Company's address must be entered into the Insurance Company Table. Click the My Proof of Insurance button in the top right of the screen.



The screen appears right under the My Proof of Insurance button, and the wording refers to the currently displayed vehicle rather than all vehicles on the policy, but everything else is the same.



Whenever an eSlip is sent, Power Broker generates a standard CSIO policy image upload file and places it in the MasterCom\email\al3upfil folder. The new eDelivery services sub-folder and all of it's components reside under the main Mastercom email folder and are created at the time the brokerage installs Mastercom's BrokerEDI/PC version 9.7 or later.


To be able to send Right Away, that user must have access to the File Server copy Mastercom software from their computer (they must be able to see the \email folder on the file server and write files into that folder and run programs that reside in that folder) and their work station must have been configured to run MasterCom. If MasterCom is not available on their computer, they they can only sent it to the next outgoing batch on their File Server using the <W> option.



Mastercom takes the CSIO policy upload file, develops the required XML code from it and sends it to CSIO My Proof of Insurance and then removes the original file from this \al3upfil sub-folder



MasterCom takes does the actual XML WebServices transmission from a roaming folder associated with the users Windows installation on their local C:drive or shared Terminal Services space. This is a hidden folder on most computers' windows setup. Here is where the /xmlout folder exists on my computer, this is under C:\USERS



As for eDelivery, if you want to send a single file you can go to the abeyance screen on a customer or policy file. You will see the 'CSIO Certified eDelivery' button in the top right corner on the screen. You must be highlighted on an abeyance that has an accepted attachment and also that the Insurance Company selected for that policy has all the needed information filled out on the Insurance Company table as well as the CSIO Insurance Company Table. If you do not you will get these messages:







See underlined sections of Insurance Company Table that must be filled in:



Users will also want to make sure that they have the Insurance Company as specified on the Policy screen listed on the CSIO Insurance Company Table found under the Tables tab.

When sending the abeyance, Power Broker will then prompt you to enter the most relatable CSIO Attachment Type Code.

Press Enter to see full list of CSIO Codes table.



Once selected, you will see that the entry has been added to your eDelivery Outbox.



You will also want to setup eDelivery Transmission through Power Broker Task Manager.



Then, setup the edeliverytask.exe found in the BRO folder to run through your Windows Task scheduler. Please click link below for detailed instructions.

http://power-broker.com/windowstask.htm